New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Question
When does UltraTax CS automatically complete the Name of Electronic Return Originator field on the IRS e-file Signature Authorization form?
Answer
This field is completed when the taxpayer and/or spouse gives the Electronic Return Originator (ERO) authorization to enter their self-selected Personal Identification Number (PIN). UltraTax CS automatically generates the information in this field when code 2, ERO entered Taxpayer PIN, 3, ERO entered Spouse PIN, or 4, ERO entered Taxpayer and Spouse PINs are entered in the PIN authorization indicator field in Screen PIN. UltraTax CS does not complete this field if the taxpayer and spouse, if applicable, enter their own PIN.
Related topic: 1040-US ELF: Electronic filing FAQs
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